See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,680 | $104,974-88.9% | $95,585-87.8% | $142,382-91.8% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.1%-62.1pp | 80.1%-70.1pp |
| Annual return | 23.99% | 210.33%-186.3pp | 38.56%-14.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $161 | $2,779-94.2% | $2,527-93.6% | $4,299-96.3% |
| Participant deferral / active EE | $161 | $4,352-96.3% | $4,023-96.0% | $6,507-97.5% |
| Admin fee / account holder | $10 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |